Gerald L Rushfelt

2014Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 93

    investments

  • 1

    positions

  • 4

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Trust #
  • Membership Dues
  • Reduced Membership Dues
  • LP. Morgan Chase Bank, NA

As filed

Life Ins. VA, Whole Life,.- Philadelphia, PA — Int/Div

US. Savings Bonds — Interest

FIDELITY MANAGEMENT TRUST CO {IRA - Mutual Funds) - #1 (H) — Int/Div

Pimco Total Return Administrative Shs (PTRAX)

Pimco Short Term Administrative Shs (PSFAX) — Sold (part)

Pimco Short Term Administrative Shs (PSFAX) — Sold

Fidelity Total Bond (FTBFX) — Sold (part)

Fidelity Total Bond (FTBFX) — Buy (add'l)

Strategic Advisers Small-M Cap Fd fika Fidelity (FSCFX) — Buy (add'l)

Strategic Advisers Small-M Cap Fd fika Fidelity (FSCFX) — Buy (add'l)

Strategic Adv Intl Fund fk/a Fidelity PAS Intl F(FILFX) — Buy (add'l)

Strategic Adv Intl Fund fk/a Fidelity PAS Intl F(FILFX) — Sold (part)

Morgan Stanley Smith Bamey Brokerage (H) Account (X)

Strategic Adv Intl Fund fk/a Fidelity PAS Intl F(FILFX) — Sold (part)

Strategic Advisers US Oppty Fund f/k/a Fidelity US(FUSOX) — Sold (part)

Strategic Advisers US Oppty Fund f/k/a Fidelity US(FUSOX) — Sold

Templeton Global Bond Class A (TPINX)

Strategic Advisers Value Fund (FVSAX) — Buy (add'l)

Strategic Advisers Value Fund (FVSAX) — Sold (part)

Strategic Advisers Value Fund (FVSAX) — Sold (part)

Strategic Advisers Value Fund (FVSAX) — Sold (part)

Strategic Advisers Core Fund (FCSAX) — Buy (add'l)

Strategic Advisers Core Fund (FCSAX) — Buy (add'l)

Strategic Advisers Core Fund (FCSAX) — Buy (add'l)

Strategic Advisers Core Fund (FCSAX) — Sold (part)

Strategic Advisers Core Fund (FCSAX) — Sold (part)

Strategic Advisers Growth Fund (FSGFX) — Sold (part)

Strategic Advisers Growth Fund (FSGFX) — Sold (part)

Strategic Advisers Growth Fund (FSGFX) — Sold (part)

Strategic Advisers Growth Fund (FSGFX) — Sold (part)

Strategic Advisers Emerging Markets (FSAMX)

Strategic Advisers Core Income Fund (FPCIX) — Sold (part)

Strategic Advisers Core Income Fund (FPCIX) — Sold (part)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Sold (part)

Strategic Advisers Income Opportunities (FPIOX) — Sold (part)

FIMM MMKT Inst. CHIFNSXX) — Buy (add'l)

Merger Fund (MERFX)

Strategic Advisers Short Duration Fund (FAUDX) — Sold (part)

Strategic Advisers Short Duration Fund (FAUDX) — Buy (add'l)

Arden Alternative Strategies Cl Conf (ARDNX)

Blackstone Alterntv Multi Manager (BXMMX) — Buy (add'l)

MERRILL LYNCH IRA ACCOUNT (H)

Cash, /k/a/ Beyond Banking - Money Account — None

Bank of America NA RASP /k/a/ ML Bank USA RASP - Cash Account — None

American Funds Inc. Fund of America Cl F2 (AMEFX f/K/alFAFX) FAFX) — Int/Div — Sold (part)

First Eagle Global Class (SGX f/k/a (FESGX) — None

Pioneer Strategic Income Fund C1'Y (STRYX x/a/ PSRCX) — Int/Div

BROKERAGE #1 - Merrill Lynch Account (Hy

Cash, fik/a Beyond Banking - Money Account (X) — None

ML Bank Deposit Program f/%/a ML Bank LSA RASP (X) — Interest

Franklin Income Fd ADV (FRIAX f/k/a FCISX) — Int/Div

Black Rock Global Allocation Fd Inc Inst] (MALOX fxs MCLOX) — Int/Div

Ivy Asset Strategy Fund CII (IVAEX f/k/ a WASCX) — Int/Div

American Capital Income Builder Fd C1 F2 (CAIFX xa CIBCX) — Int/Div

Blackrock National Muni Fund Inst) (MANLX Xa MFNLX) — Int/Div

First Eagle Global C1 1HSGIX f/k/a FESGX) — None

Franklin US Govt Secs Fd Adv Cl (FUSAX (X/aFRUGX) — Int/Div — Sold (part)

Nuveen Kansas Municipal Bond FD C1 1 (FRKSX 'k/a FCKSX) — Int/Div

Americam Funds American Balanced Fund Cl F2 (AMBFX fk/a BALCX) — Int/Div

Blackrock Multi Asset Income Portfolio Inst (BIICX f/k/a BCICX) — Int/Div

UMB Bank, na, Overland Park, KS accounts — Interest

American Century IRA (H) — Int/Div

One Choice Portfolio: Moderate (AOMIX)

Trust # (Income Beneficiary) (H)

160 Acres of farm land m Grant County, KS — Rent

Linn Operating Co. gas lease, Grant Co, KS (Rovalty) — Rovalty

Pioneer Natural Resources, gas lease, Grant County, KS(Y) — Rovalty — with line 66)

First National Bank. Overland Park. KS — Interest

Variable Annuity-Ohio National Life Insurance Co.

IRA - Sunlife Assurance Co

Amencan Century Growth Fund — Int/Div

Amencan Century Equity Growth Fund xX) — Int/Div

First TR Interm Dur Prf & Inc Fd — Int/Div

Clearbridge Amem Engy MLP Fnd — Int/Div

Cushing MLP Premier C — Distribution — Sold

Morgan Stanley Bank NA — Interest

SG Ranac Rty 6ML — Interest — Sold

Lehigh Gas Partners LP — Distribution

Center Coast MLP Focus — istnbution

KKR Income Opportunities Fund — Int/Div

Morgan Stanley Bank — Interest

IRA - Morgan Stanley & Co

Central Bank of the Midwest f/k/a/ Metcalf Bank - Accounts — Interest

GPH Family Tree LLC loan - note receivable

Elizabeth Ann Page Trust

Ist Nat'l. Bank of Omaha, {/k/a 1st N.B Overland Park KS — Interest

Chase Home Finance LLC - Mortgagee — None

Morgan Stanley Smith Bamey Variable Rate Annuity - IRA

Learning Quest 529 Savings Program - 4688 Money Mkt - Shawnee Msn, KS — None — Buy (add'l)

Learning Quest 529 Savings Program - 4688 Money Mkt - Shawnee Msn, KS — Sold (part)

Learning Quest 529 Savings Program - 4688 Money Mkt - Shawnee Msn, KS — Buy (add'l)

Learning Quest 529 Savings Program - 4688 Money Mkt - Shawnee Msn, KS — Sold (part)

Co-Trustee, Trust #

Gift — Membership Dues — Amencan Bar Associaton — $150.00

Gift — Reduced Membership Dues — Intemational Society of Barnisters — $475.00

Gift — Membership Dues — American Board of Tnal Advocates — $500.00

Gift — Membership Dues — American College of Trial Lawyers — $700.00

Liability — LP. Morgan Chase Bank, NA — Mortgage on residence of adult child in Portland, OR

Lime 67: Pioneer Natural Resources conveyed its interest as lessee of its oil and gas lease to Linn Operating Co. on July 1, 2014. The reportring person (trustee)

Wats Hot privy or a party to that transaction, but the trust did receive some royalty income from Pioneer for 2014 production that preceded the transfer of the lease

to Linn,

Lines 69 through 83, 85, 86, 88 and 89: All of the assets listed on these lines are the sole financial terest or responsibility of another individual in reporting

person's household and are not reportable assets. They are not derived from the assets, income or activities of the reporting person. The reporting person does not

derive or expect to derive a benefit from them, and he has no knowledge about them, except for the limited information stated on these lines.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Gerald L Rushfelt | Frix